KPWM

KDK Private Wealth Management Portfolio holdings

AUM $93.6M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.44%
2 Real Estate 7.98%
3 Technology 2.45%
4 Communication Services 1.22%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$211K 0.22%
+2,303
52
$205K 0.21%
+14,557
53
$202K 0.21%
+2,263
54
$200K 0.21%
+5,641
55
$97.5K 0.1%
+11,856